• #196 | Helping your parents with financial and legal stuff

  • 2023/04/10
  • 再生時間： 34 分
  • ポッドキャスト

#196 | Helping your parents with financial and legal stuff

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  • In this week’s episode, we talk about helping your parents with financial and legal stuff. First, we share advice for why and how to initiate the discussion. Then, we then dig into tactical advice for what to discuss, such as life insurance, medical insurance, social security, withdrawal strategies and required minimum distributions, naming beneficiaries, estate planning and wills, estate taxes, passwords, avoiding scams, and general financial and legal organization.
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あらすじ・解説

In this week’s episode, we talk about helping your parents with financial and legal stuff. First, we share advice for why and how to initiate the discussion. Then, we then dig into tactical advice for what to discuss, such as life insurance, medical insurance, social security, withdrawal strategies and required minimum distributions, naming beneficiaries, estate planning and wills, estate taxes, passwords, avoiding scams, and general financial and legal organization.
続きを読む 一部表示

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